Add or remove participants from a current review cycle

• 👥 Add participants
• 👋 Delete participants
• 👀 Notifications
• 📩 How do I import employees into an ongoing campaign?

👥 Add participants

You can add participants to an existing review cycle at any time.

To do this, Reviews > Campaigns > "Review cycle X" > Add.

It is also possible from this window to do a mass addition of participants via a csv file : Importing employees in bulk into a campaign.

👋 Delete participants

You can delete a participant from a running review cycle.

To do this, Reviews > "Campaign X" > Participants > Remove from cycle :

⚠️ Warning : This action is irreversible. Once a participant is removed from a review cycle, their review data cannot be restored. The employee and his/her manager will then be notified by e-mail.

👀 Notifications

Employee side

Manager side

 

📩 How do I import employees into an ongoing campaign?

The file must be in csv format + include an "email" column. If you use a username/userID on Elevo, then this column must also be added to the file.

You therefore have two options:

1. Use the User database file available for export from the Users tab on Elevo,
2. Use the following template, available in several formats:
   • Generic template: Excel, Google Sheets and CSV,
   • Specific template for accounts with username: Excel, Google Sheets and CSV.

Importing participants during an ongoing campaign is possible via the campaign management screen.

Go to Campaigns > relevant campaign, then click on "Add" under the number of participants. The import will be performed via the displayed window, and always with the same file template.